Customers and CRM
Know every customer and what they owe you
One file per customer with their purchases, their balance and their contacts. Group them, give each group its own discount and see who owes you at a glance.
What you can do
Everything below is part of storek today, in the same system as your sales and your stock.
- One file per customer A person or a company with contact details, address and the full history of what they bought.
- A live balance Every customer carries a running balance, so you know what is owed without counting.
- Groups with automatic discounts File customers into groups such as wholesale or VIP. A group discount applies to their sales by itself.
- Contacts for companies Keep the people you deal with at each company, and let them sign in to see their own orders.
- Statements on demand Open any customer statement with every sale, payment and return in order.
- Addresses by place Countries, states and cities come from your settings, so addresses stay clean and searchable.
How it works with the rest of storek
One action, and the rest of the system follows on its own.
- A customer buys At the counter, online or on installments.
- Their file grows The sale joins their history.
- Their balance moves Anything unpaid adds to what they owe.
- You follow up See who owes what and act on time.
Questions and answers
Short answers in plain words. Did not find yours? Write to us.
Ask our teamWhat does a customer file hold?
Their details, address, group, contacts, purchases, payments and current balance.
Can a customer be a company?
Yes. A customer can be a person or a company with several contact people.
What is a customer group?
A segment such as wholesale or VIP. Each group can carry its own discount.
Does the group discount apply by itself?
Yes. When you sell to a customer in a group, the group discount is applied to the sale.
How do I see what a customer owes?
Every customer shows a running balance, and their statement lists each movement.
Is the balance updated automatically?
Yes. Sales, payments and returns move the balance as they happen.
Can I print a customer statement?
Yes. Open the statement of the customer account and print it.
Can company contacts sign in?
Yes. A contact can get a login to see their own orders and quotations.
Can I mark a main contact?
Yes. One contact of each company can be marked as the primary one.
Can I sell without picking a customer?
Yes. Sell to a walk-in customer and attach a file only when you need one.
Are online customers in the same list?
Yes. Customers from the website and the counter share one list.
Can I see everything a customer bought?
Yes. Their file lists every sale, wherever it was made.
Can I record a customer address by city?
Yes. Pick the country, state and city from your settings.
Can customers have installment plans?
Yes. Their plans and payments show next to their sales.
Can I find a customer quickly at the counter?
Yes. Search by name or phone and attach them to the sale.
Can I give one customer special prices?
Put them in a group with its own discount, or sell from a branch with another price list.
Can I see customers who owe the most?
Yes. Sort your customers by balance, and the installment reports list the furthest behind.
Do returns change a customer balance?
Yes. A return credits the customer, and a refund closes it.
Can I keep notes of follow-ups?
Use the reminders and to-do tools of storek to plan calls and visits with your customers.
Can I contact customers from the system?
Their phone and email are in their file, ready when you need them.
Is customer data kept in my own database?
Yes. Your store has its own installation and database.
Can a customer review products?
Yes. Signed in customers can rate products on your online store.
Can I see payments a customer made?
Yes. Every receipt is recorded with its method and account and shows in their statement.
How many customers can I add?
Add the customers your business needs. The list grows with you.
How do I start?
Start a free trial and add your first customers, or let them appear as you sell.
Try it in your own shop
Start a free trial with every feature of storek, or tell us about your business and we will show you the way.